Cascade Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
5,172
-781
| -13% | -$169K | 0.13% | 102 |
|
|
2025
Q1 | $1.19M | Buy |
5,953
+2,724
| +84% | +$543K | 0.15% | 101 |
|
|
2024
Q4 | $713K | Buy |
3,229
+217
| +7% | +$47.9K | 0.09% | 123 |
|
|
2024
Q3 | $666K | Sell |
3,012
-200
| -6% | -$44.3K | 0.08% | 128 |
|
|
2024
Q2 | $652K | Sell |
3,212
-29
| -0.9% | -$5.88K | 0.09% | 124 |
|
|
2024
Q1 | $644K | Buy |
+3,241
| New | +$644K | 0.09% | 124 |
|